Build Salesforce-Powered Applications in Cursor with CData Code Assist MCP
Cursor is an AI-powered code editor that integrates agentic AI into everyday development workflows. With support for MCP, Cursor can connect to local tools and enterprise data sources directly from the editor, enabling natural language interaction with live systems without switching context.
Model Context Protocol (MCP) is an open standard for connecting LLM clients to external services through structured tool interfaces. MCP servers expose capabilities such as schema discovery and live querying, allowing AI agents to retrieve and reason over real-time data safely and consistently.
In this article, we guide you through installing the CData Code Assist MCP for Salesforce, configuring the connection to Salesforce, connecting the Code Assist MCP add-on to Cursor, and querying live Salesforce data from within the editor.
About Salesforce Data Integration
Accessing and integrating live data from Salesforce has never been easier with CData. Customers rely on CData connectivity to:
- Access to custom entities and fields means Salesforce users get access to all of Salesforce.
- Create atomic and batch update operations.
- Read, write, update, and delete their Salesforce data.
- Leverage the latest Salesforce features and functionalities with support for SOAP API versions 30.0.
- See improved performance based on SOQL support to push complex queries down to Salesforce servers.
- Use SQL stored procedures to perform actions like creating, retrieving, aborting, and deleting jobs, uploading and downloading attachments and documents, and more.
Users frequently integrate Salesforce data with:
- other ERPs, marketing automation, HCMs, and more.
- preferred data tools like Power BI, Tableau, Looker, and more.
- databases and data warehouses.
For more information on how CData solutions work with Salesforce, check out our Salesforce integration page.
Getting Started
Step 1: Download and install the CData Code Assist MCP for Salesforce
- To begin, download the CData Code Assist MCP for Salesforce
- Find and double-click the installer to begin the installation
- Run the installer and follow the prompts to complete the installation
When the installation is complete, you are ready to configure your Code Assist MCP add-on by connecting to Salesforce.
Step 2: Configure the connection to Salesforce
- After installation, open the CData Code Assist MCP for Salesforce configuration wizard
NOTE: If the wizard does not open automatically, search for "CData Code Assist MCP for Salesforce" in the Windows search bar and open the application.
- In MCP Configuration > Configuration Name, either select an existing configuration or choose
to create a new one
- Name the configuration (e.g. "cdata_salesforce") and click OK
-
Enter the appropriate connection properties in the configuration wizard
There are several authentication methods available for connecting to Salesforce: OAuth, Login (or basic), and SSO. The Login method requires you to have the username, password, and security token of the user.
OAuth Authentication (default)
The default authentication mechanism (and the one preferred by Salesforce) is OAuth. To use OAuth with CData's embedded OAuth application, leave the connection properties blank. If you have configured your own custom OAuth application with Salesforce (see the Help documentation for more information), set OAuthClientId, OAuthClientSecret, and CallbackURL to the properties for you application. Set InitiateOAuth to the desired OAuth flow ("GETANDREFRESH" will have the connector manage the entire OAuth flow).
Login (or Basic) Authentication
If you do not wish do not wish to use OAuth authentication, you can use Login (or basic) authentication. Set AuthScheme to Basic, and set the User, Password, and SecurityToken properties. You can configure your security token in Salesforce.
SSO (single sign-on) Authentication
SSO (single sign-on) can be used by setting the SSOProperties, SSOLoginUrl, and SSOExchangeURL connection properties, which allow you to authenticate to an identity provider. See the "Getting Started" chapter in the Help documentation for more information.
- Click Connect to authenticate with Salesforce through OAuth
- Then, click Save Configuration to save the Code Assist MCP add-on
This process creates a .mcp configuration file that Cursor will reference when launching the Code Assist MCP add-on. Now with your Code Assist MCP add-on configured, you are ready to connect it to Cursor.
Step 3: Connect the Code Assist MCP add-on to Cursor
- Download the Cursor desktop application and complete the sign-up flow for your account
-
From the top menu, click Settings to open the settings panel
-
In the left navigation, open the Tools & MCP tab and click Add Custom MCP
- Cursor opens an mcp.json file in the editor
- Add the code shown below and save the file
- After saving and testing your connection in the configuration wizard, click Next
- Select Cursor from the AI MCP Tool dropdown
- Follow the MCP Client Instructions to create the required folders for the MCP config
- Copy the displayed JSON code and paste it into your configuration file
- In Cursor, open the project folder you created with the mcp.json config
- The Code Assist MCP add-on should appear as Running under Installed MCP Servers
Option 1: Manually add the MCP configuration
{
"mcpServers": {
"cdata-local": {
"command": "C:/Program Files/Java/jdk-17/bin/java.exe",
"args": [
"-jar",
"C:/Program Files/CData/CData Code Assist MCP for Salesforce/lib/cdata.mcp.salesforce.jar",
"cdata_salesforce"
]
}
}
}
NOTE: The command value should point to your Java 17+ java.exe executable, and the JAR path should point to the installed CData Code Assist MCP add-on .jar file. The final argument must match the MCP configuration name you saved in the CData configuration wizard (e.g. "cdata_salesforce").
Option 2: Copy the MCP configuration from the CData Code Assist MCP for Salesforce UI
Step 4: Query live Salesforce data in Cursor
- From the top bar, click Toggle AI Pane to open the chat window
- Ask questions about your Salesforce data using natural language. For example:
"List all tables available in my Salesforce data connection."
Cursor is now fully integrated with CData Code Assist MCP for Salesforce and can use the MCP tools exposed to explore schemas and execute live queries against Salesforce.
Build with Code Assist MCP. Deploy with CData Drivers.
Download Code Assist MCP for free and give your AI tools schema-aware access to live Salesforce data during development. When you're ready to move to production, CData Salesforce Drivers deliver the same SQL-based access with enterprise-grade performance, security, and reliability.
Visit the CData Community to share insights, ask questions, and explore what's possible with MCP-powered AI workflows.